Motilal Oswal Business Cycle Fund-Reg(G)
Scheme Returns
4.39%
Category Returns
3.97%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Motilal Oswal Business Cycle Fund-Reg(G) | 0.80 | 3.33 | 4.39 | 11.72 | -6.89 | 0.00 | 0.00 | 0.00 | 7.38 |
| Equity - Thematic Fund - Other | 2.45 | 4.13 | 3.97 | 13.46 | 7.41 | 17.21 | 19.00 | 13.47 | 10.72 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Motilal Oswal Asset Management Company Limited
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Fund
Motilal Oswal Mutual Fund
Snapshot
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Inception Date
27-Aug-2024
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
78,330.67
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Scheme Plan
--
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Scheme Class
Equity - Thematic Fund - Other
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Objectives
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
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Scheme Type
Open ended scheme
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Min. Investment
₹500
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Exit Load
1
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Latest NAV
11.3692
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Fund Manager
Mr. Atul Mehra
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Fund Manager Profile
Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.
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Fund Information
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AMC
Motilal Oswal Asset Management Company Limited
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Address
10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025
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Phone
022 40548002
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Fax
022-22816161
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Email
amc@motilaloswal.com
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Website
http://www.motilaloswalmf.com/
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070
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Phone
022 - 4617 0911
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Fax
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Email
investorsupport.mfs@kfintech.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| Kalyan Jewellers India Limited | 14446.25 | 9.2 |
| Persistent Systems Ltd | 13549.2 | 8.63 |
| Eternal Limited | 12670.58 | 8.07 |
| Coforge Limited | 11361.05 | 7.23 |
| Healthcare Global Enterprises Limited | 10287.33 | 6.55 |
| ICICI Bank Limited | 8166.67 | 5.2 |
| Ellenbarrie Industrial Gases Limited | 7948.31 | 5.06 |
| PG Electroplast Limited | 7926.34 | 5.05 |
| HDFC Bank Limited | 6895.31 | 4.39 |
| Bharti Airtel Limited | 6198.25 | 3.95 |
| CG Power and Industrial Solutions Limited | 5365.77 | 3.42 |
| Neuland Laboratories Limited | 5157.73 | 3.28 |
| IndusInd Bank Limited | 4850.7 | 3.09 |
| Dr Reddys Laboratories Limited | 4703.9 | 3 |
| Apollo Hospitals Enterprise Limited | 4366.47 | 2.78 |
| Net Receivables / (Payables) | 4308.47 | 2.74 |
| AU Small Finance Bank Limited | 4218.99 | 2.69 |
| Collateralized Borrowing & Lending Obligation | 3948.31 | 2.51 |
| Kotak Mahindra Bank Ltd | 3833 | 2.44 |
| Muthoot Finance Limited | 3821.17 | 2.43 |
| Billionbrains Garage Ventures Ltd | 3708.65 | 2.36 |
| Ashok Leyland Limited | 3659.82 | 2.33 |
| UNO Minda Limited | 2895.41 | 1.84 |
| Thirumalai Chemicals Limited | 2763.49 | 1.76 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| IT | 18.22% |
| Bank | 17.81% |
| Healthcare | 15.61% |
| Diamond & Jewellery | 9.2% |
| Retailing | 8.07% |
| Others | 5.26% |
| Inds. Gases & Fuels | 5.06% |
| Consumer Durables | 5.05% |
| Automobile & Ancillaries | 4.17% |
| Telecom | 3.95% |
| Capital Goods | 3.42% |
| Finance | 2.43% |
| Chemicals | 1.76% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Edelweiss Recently Listed IPO Fund - Regular Plan Growth | 872.15 | 7.33 | 26.48 | 14.61 | 17.79 | 18.02 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 627.43 | 1.65 | 13.65 | 10.13 | 15.38 | 20 |
| Bandhan TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | 260.72 | 4.31 | 8.8 | -1.76 | 13.87 | 19.64 |
| Quant ESG Integration Strategy Fund - Growth Option - Regular Plan | 165.09 | 6.52 | 24.5 | 13.87 | 13.27 | 19.11 |
| LIC MF Manufacturing Fund-Regular Plan-Growth | 908.77 | 3.19 | 15.75 | 11.26 | 12.48 | 0 |
| SBI Comma Fund - REGULAR PLAN - Growth | 427.78 | -1.51 | 7.49 | 8.54 | 12.35 | 18.78 |
| Canara Robeco Manufacturing Fund - Regular Plan - Growth Option | 1123.4 | 3.8 | 17.86 | 11.24 | 12.06 | 0 |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 717.63 | 2.14 | 12.15 | 7.6 | 11.2 | 22.3 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 1627.66 | 2.39 | 14.8 | 4.34 | 10.14 | 19.32 |
| UTI-Transpotation and Logistics Fund-Growth Option | 7.2 | 2.94 | 7.83 | -3.99 | 9.3 | 18.1 |
Other Funds From - Motilal Oswal Business Cycle Fund-Reg(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 38002.68 | 3.28 | 13.11 | -6.18 | -7.07 | 17.66 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 37500.86 | 3.28 | 13.11 | -6.18 | -7.07 | 17.66 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 36880.18 | 3.28 | 13.11 | -6.18 | -7.07 | 17.66 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 35734.98 | 3.28 | 13.11 | -6.18 | -7.07 | 17.66 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 34779.74 | 3.28 | 13.11 | -6.18 | -7.07 | 17.66 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 34748.89 | 3.28 | 13.11 | -6.18 | -7.07 | 17.66 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 34432.18 | 3.28 | 13.11 | -6.18 | -7.07 | 17.66 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 33689.2 | 3.28 | 13.11 | -6.18 | -7.07 | 17.66 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 33608.53 | 3.28 | 13.11 | -6.18 | -7.07 | 17.66 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 33053.13 | 3.28 | 13.11 | -6.18 | -7.07 | 17.66 |